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#583 Strategic Strategies With a Self Directed IRA
Manage episode 491992442 series 1248143
Mark J. Kohler and Mat Sorensen reveal game-changing strategies for transforming your retirement accounts from Wall Street limitations to Main Street opportunities. Discover how to legally invest your IRA or 401(k) in high-potential assets beyond traditional stocks and mutual funds.
- Maximize Tax-Free Wealth: Learn Roth IRA investment strategies that minimize taxes
- Explore Alternative Investments: Real estate, crypto, private businesses, and more
- Gain Checkbook Control: Understand IRA LLC structures for flexible investing
- Protect Your Assets: Learn how retirement accounts shield your investments
- A comprehensive guide for entrepreneurs seeking smarter, more strategic retirement investing
Get the $150 summertime discount and open your IRA to invest in what you know - https://directedira.com/appointment/
Get a consult with a tax lawyer to strategize and build your tax and legal plan - https://kkoslawyers.com/contact-us/
Sign up for Mark’s newsletter and get a free e-book - https://mainstreetpros.com/lp/tax-strategies-ebook
- Grab my FREE Ultimate Tax Strategy Guide HERE!
- Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification.
- You don't want to miss this! Secure your tickets for the most significant business, tax & legal event of the year: Main Street 360
- Looking to connect with a rock star law firm? KKOS is only a click away!
- Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
- Craving more content? Check out my Instagram!
Chapters
1. Introduction to Self-Directed IRAs (00:00:00)
2. Tax-Free Growth with Roth IRAs (00:03:42)
3. Real-Life Investment Examples (00:07:10)
4. Asset Protection Benefits (00:13:20)
5. Getting Started: Practical Steps (00:15:57)
6. IRA LLC Strategy Explained (00:21:35)
7. Final Thoughts and Resources (00:25:27)
698 episodes
Manage episode 491992442 series 1248143
Mark J. Kohler and Mat Sorensen reveal game-changing strategies for transforming your retirement accounts from Wall Street limitations to Main Street opportunities. Discover how to legally invest your IRA or 401(k) in high-potential assets beyond traditional stocks and mutual funds.
- Maximize Tax-Free Wealth: Learn Roth IRA investment strategies that minimize taxes
- Explore Alternative Investments: Real estate, crypto, private businesses, and more
- Gain Checkbook Control: Understand IRA LLC structures for flexible investing
- Protect Your Assets: Learn how retirement accounts shield your investments
- A comprehensive guide for entrepreneurs seeking smarter, more strategic retirement investing
Get the $150 summertime discount and open your IRA to invest in what you know - https://directedira.com/appointment/
Get a consult with a tax lawyer to strategize and build your tax and legal plan - https://kkoslawyers.com/contact-us/
Sign up for Mark’s newsletter and get a free e-book - https://mainstreetpros.com/lp/tax-strategies-ebook
- Grab my FREE Ultimate Tax Strategy Guide HERE!
- Are you ready to get certified in EVERY strategy I teach? Start your journey with a FREE 15-minute discovery call to explore the Main Street Tax Pro Certification.
- You don't want to miss this! Secure your tickets for the most significant business, tax & legal event of the year: Main Street 360
- Looking to connect with a rock star law firm? KKOS is only a click away!
- Check out our YOUTUBE Channel Here: https://www.youtube.com/markjkohler
- Craving more content? Check out my Instagram!
Chapters
1. Introduction to Self-Directed IRAs (00:00:00)
2. Tax-Free Growth with Roth IRAs (00:03:42)
3. Real-Life Investment Examples (00:07:10)
4. Asset Protection Benefits (00:13:20)
5. Getting Started: Practical Steps (00:15:57)
6. IRA LLC Strategy Explained (00:21:35)
7. Final Thoughts and Resources (00:25:27)
698 episodes
All episodes
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